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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lakeith? Claim Your ProfileLakeith Decody Bradford is an investment advisor representative with Eagle Strategies LLC. Lakeith has been in the financial services industry since 2018 and has a variety of experience in financial services. Lakeith holds a Series 6, 7, 24, 63 and 65 license, and is registered in North Carolina and South Carolina. Lakeith is a member of Phi Beta Sigma Fraternity, Inc. and serves on the board of the organization. Lakeith is also a board member of another organization, Eagle Strategies LLC, where Lakeith helps provide financial planning, pension consulting, educational seminars and publication of periodicals for clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
03/05/2024 - Present
Eagle Strategies LLC (CHARLOTTE NC)
IA
Issued 03/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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